CSat Investment Advisory’s Charter Communications CHTR Stock Holding History

CSat Investment Advisory’s Portfolio CHTR Stock Details CHTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$9K	Buy	15 +6	+67%	+$3.75K	0.01%	460
2020 Q4	$6K	Sell	9 -836	-99%	-$532K	0.01%	467
2020 Q3	$528K	Buy	845 +49	+6%	+$28.9K	0.05%	177
2020 Q2	$406K	Buy	796 +267	+50%	+$135K	0.05%	201
2020 Q1	$230K	Buy	529 +68	+15%	+$33.3K	0.05%	216
2019 Q4	$224K	Buy	461 +57	+14%	+$26.2K	0.06%	220
2019 Q3	$166K	Buy	404 +52	+15%	+$21K	0.05%	237
2019 Q2	$140K	Buy	352 +337	+2,247%	+$126K	0.05%	238
2019 Q1	$5K	Hold	15	–	–	﹤0.01%	498
2018 Q4	$4K	Buy	15 +3	+25%	+$941	﹤0.01%	499
2018 Q3	$4K	Hold	12	–	–	﹤0.01%	480
2018 Q2	$4K	Buy	+12	New	+$3.45K	﹤0.01%	473

Other funds holding CHTR

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

CSat Investment Advisory's CHTR Position: Q1 2021 in Review

CSat Investment Advisory increased its Charter Communications (CHTR) stake by 67% in Q1 2021, buying an estimated $3.75K and bringing the position to 15 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #460.

CSat Investment Advisory first reported a position in CHTR in Q2 2018 and has held it in 12 quarters since. The position peaked at $528K in Q3 2020. 999 funds tracked by Wall St. Rank hold CHTR as of Q1 2021.

CSat Investment Advisory held 15 shares of Charter Communications worth $9K as of Q1 2021.
CSat Investment Advisory bought 6 Charter Communications shares in Q1 2021, an estimated $3.75K.
Charter Communications made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #460 holding.
CSat Investment Advisory first reported a position in Charter Communications in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Charter Communications position peaked at $528K in Q3 2020.
999 funds tracked by Wall St. Rank held Charter Communications as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.